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Application Form Reference No. 210021 To :UNITED OVERSEAS BANK LIMITED CPF/SRS Operations Retail Investment Operations Central : ___ (Closing Date: 13 August 2021’Re :Investment A/c No. ___ Principal
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The SRS form (Supplementary Retirement Scheme) is a document used in Singapore for individuals to report their contributions to the SRS, which is a voluntary scheme that helps individuals save for retirement while enjoying tax benefits.
Individuals who contribute to the Supplementary Retirement Scheme (SRS) are required to file the SRS form. This typically includes Singapore citizens, permanent residents, and foreigners who have made contributions to their SRS accounts.
To fill out the SRS form, individuals must provide personal details such as name, NRIC or passport number, and account details. They also need to report the amount contributed to the SRS during the assessment year. It’s advisable to follow the guidelines provided by the UOB and ensure all information is accurate.
The purpose of the SRS form is to report contributions made to the Supplementary Retirement Scheme, allowing individuals to enjoy tax relief on the amounts contributed and to ensure compliance with regulations set by the Inland Revenue Authority of Singapore (IRAS).
The information that must be reported on the SRS form includes the individual's personal identification details, the total amount contributed to the SRS account during the year, and any withdrawals made from the account.
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